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Realty Income
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Overview Fund Activity

787 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
501
Cooper/Haims Advisors
New York
$346K – – –
SWIG
502
Strategic Wealth Investment Group
Kentucky
$345K +$2.47K +42 +0.7%
GP
503
Girard Partners
Pennsylvania
$340K -$172K -2,934 -34%
PG
504
Pendal Group
Australia
$340K -$58.7K -997 -15%
AMIM
505
Aull & Monroe Investment Management
Alabama
$340K – – –
AA
506
Altman Advisors
Illinois
$332K -$1.3K -22 -0.4%
TW
507
TrinityPoint Wealth
Connecticut
$330K +$12.7K +216 +4%
RFC
508
Regions Financial Corp
Alabama
$328K -$79.8K -1,355 -20%
CAS
509
Cascadia Advisory Services
Oregon
$328K -$13.2K -225 -4%
GIM
510
Goelzer Investment Management
Indiana
$327K – – –
I
511
INVST
Indiana
$324K +$18.1K +301 +6%
SSA
512
Schonfeld Strategic Advisors
New York
$322K +$322K +5,470 New
EWA
513
EP Wealth Advisors
California
$320K -$26.7K -453 -8%
AWA
514
Arkadios Wealth Advisors
Georgia
$319K +$62.8K +1,071 +24%
SWM
515
Sugarloaf Wealth Management
Georgia
$317K -$23.2K -395 -7%
AL
516
Aspiriant LLC
California
$317K +$23.5K +397 +8%
OA
517
Oxbow Advisors
Texas
$315K -$10.6K -181 -3%
WPA
518
West Paces Advisors
Georgia
$312K -$25.9K -440 -8%
NRI
519
NFP Retirement Inc
California
$311K +$2.94K +50 +1%
AFP
520
Ausdal Financial Partners
Iowa
$306K -$7.18K -122 -2%
FRM
521
Fox Run Management
Connecticut
$306K +$306K +5,191 New
Brown Advisory
522
Brown Advisory
Maryland
$305K -$10.9K -184 -3%
Lido Advisors
523
Lido Advisors
California
$304K -$232K -3,922 -43%
DAC
524
Dividend Assets Capital
South Carolina
$304K – – –
JG
525
Jefferies Group
New York
$304K +$304K +5,160 New
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